_ Money MattersHave Lower-Yielding or Underperforming Annuities or CDs? By Sondra Forsyth articleToday’s higher interest rates are great when you have new money to invest. But what can you do if your … Read More→
_ Money MattersThree Ways to Get Future Lifetime Income with Annuities By Sondra Forsyth articleLooking to maximize retirement income? Fixed-rate, income and indexed annuities offer different ways to get there, either standalone or in … Read More→
_ Money MattersFive Annuity Myths That Can Blind You to Good Options By Sondra Forsyth articleAnnuity myths are harmful because they lead people to dismiss annuities out of hand when they could be a perfect … Read More→
_ RetirementUse these 7 killer strategies to never run out of money in retirement By Sondra Forsyth articleAre you concerned that you will run out of money in retirement? It’s a real issue, given that people live … Read More→
_ RetirementNew IRS Rule Lets Early Retirees Take More Money from Plans By Sondra Forsyth articleFixed-annuity guarantees more income for penalty-free early withdrawals from retirement plans. Post-pandemic, more people want to tap their retirement plans … Read More→
_ Money Matters“Free Look” for Annuities Offers Safety Valve If Rates or Circumstances Change By Sondra Forsyth articleOccasionally it makes sense to cancel a new policy and get a better one. With most financial products, you’re committed … Read More→
_ RetirementLaddering Fixed-Rate Annuities Offers Combination of Good Rates and Flexibility for Future By Sondra Forsyth articleWith today’s low interest rates, it takes planning to create sufficient retirement income without taking more risk than you need … Read More→
_ Money MattersWhy Fixed-Rate Annuities Pay More Than Bank CDs By Sondra Forsyth articleFixed-rate annuities act much like bank certificates of deposit but usually pay much higher rates than CDs of the same … Read More→
_ RetirementHas COVID Clouded Your Retirement Picture? 3 Tips to Plan Clearly By Sondra Forsyth articleSome people planning for retirement may do most of the right things in terms of saving and investing. But they … Read More→
_ Money MattersOften-Overlooked Way to Fund Your Roth IRA Has Many Advantages By Sondra Forsyth articleA Roth IRA is a uniquely powerful retirement-savings tool because you won’t pay taxes on the money you withdraw during … Read More→
_ RetirementCould You Be Missing Out On Senior Discounts? By Sondra Forsyth articlePeople who reach or near their retirement years often need to watch every penny. Sure, some of them are financially … Read More→
_ RetirementWant Or Need To Retire Early? Tips On How To Pay For It By Sondra Forsyth articleDelaying retirement has become common for many Americans, either because they saved too little or they just want to continue … Read More→
_ Retirement4 Tips for Your Retirement Planning as a New Year Brings New Hope By Sondra Forsyth articleCOVID-19 took a heavy toll on the U.S. economy in 2020, causing millions of job losses and forcing many businesses … Read More→
_ RetirementStressing Over Your Retirement Plan? 5 Ways To Boost Savings, Reduce Anxiety By Sondra Forsyth articleMany Americans have long stressed over their finances, and the COVID-19 pandemic has increased that anxiety, a survey shows. Well … Read More→
_ Money MattersCreating Holidays with Meaning: Tips to Spend Less, Enjoy More in the COVID Era By Sondra Forsyth articleAmong predictions for the 2020 holiday season, the pandemic is expected to set new records for e-commerce while straining delivery … Read More→
_ RetirementAging & Financial Fragility: How Seniors Can Use Their Experience to Survive & Thrive Through Giving By Sondra Forsyth article“Good judgement comes from experience…unfortunately experience comes through bad judgement.” These words of wisdom came from my father, a depression … Read More→
_ Retirement4 Key Lessons Crisis Teaches Us About Retirement By Sondra Forsyth articleOver the past couple months, many investors have become worried about the future of their retirement plans. Between health concerns, … Read More→
_ Money MattersShelter from the Financial Storm By Sondra Forsyth articleAs you approach and then enter retirement, it’s wise to gradually shift much of your savings into vehicles that guarantee … Read More→